DA
Doliver Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
4,380
-398
| -8% | -$116K | 0.35% | 50 |
|
|
2025
Q1 | $1.49M | Buy |
4,778
+322
| +7% | +$101K | 0.42% | 38 |
|
|
2024
Q4 | $1.29M | Buy |
4,456
+180
| +4% | +$52.2K | 0.36% | 48 |
|
|
2024
Q3 | $1.3M | Sell |
4,276
-13
| -0.3% | -$3.96K | 0.36% | 50 |
|
|
2024
Q2 | $1.09M | Buy |
4,289
+44
| +1% | +$11.2K | 0.31% | 56 |
|
|
2024
Q1 | $1.2M | Sell |
4,245
-59
| -1% | -$16.6K | 0.34% | 56 |
|
|
2023
Q4 | $1.28M | Buy |
4,304
+262
| +6% | +$77.7K | 0.39% | 49 |
|
|
2023
Q3 | $1.06M | Buy |
4,042
+86
| +2% | +$22.7K | 0.32% | 54 |
|
|
2023
Q2 | $1.18M | Sell |
3,956
-28
| -0.7% | -$8.36K | 0.36% | 54 |
|
|
2023
Q1 | $1.11M | Buy |
3,984
+114
| +3% | +$31.9K | 0.35% | 46 |
|
|
2022
Q4 | $1.02M | Hold |
3,870
| – | – | 0.34% | 50 |
|
|
2022
Q3 | $893K | Sell |
3,870
-101
| -3% | -$23.3K | 0.33% | 54 |
|
|
2022
Q2 | $980K | Sell |
3,971
-160
| -4% | -$39.5K | 0.35% | 51 |
|
|
2022
Q1 | $1.02M | Sell |
4,131
-262
| -6% | -$64.8K | 0.32% | 58 |
|
|
2021
Q4 | $1.14M | Sell |
4,393
-349
| -7% | -$90.7K | 0.36% | 44 |
|
|
2021
Q3 | $1.14M | Buy |
4,742
+1,499
| +46% | +$361K | 0.38% | 51 |
|
|
2021
Q2 | $749K | Buy |
3,243
+165
| +5% | +$38.1K | 0.25% | 70 |
|
|
2021
Q1 | $690K | Buy |
3,078
+448
| +17% | +$100K | 0.26% | 65 |
|
|
2020
Q4 | $564K | Buy |
2,630
+653
| +33% | +$140K | 0.25% | 68 |
|
|
2020
Q3 | $434K | Buy |
1,977
+100
| +5% | +$22K | 0.22% | 80 |
|
|
2020
Q2 | $346K | Buy |
1,877
+291
| +18% | +$53.6K | 0.15% | 89 |
|
|
2020
Q1 | $295K | Sell |
1,586
-448
| -22% | -$83.3K | 0.15% | 80 |
|
|
2019
Q4 | $402K | Buy |
+2,034
| New | +$402K | 0.16% | 59 |
|